All credit card batches created by MACS are intended to charge credit cards in '''''Service Central''''' and should be associated with either a '''SubVisaMC''' table or '''SubAmex''' table; these tables are connected to PayPal and will process and authorize credit card payments.

All credit card batches created by MACS are intended to charge credit cards in '''''Service Central''''' and should be associated with either a '''SubVisaMC''' table or '''SubAmex''' table; these tables are connected to PayPal and will process and authorize credit card payments.

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The ''''''CSC'''''' field only displays for the table that is configured for immediate authorization.

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The '''''CSC''''' field only displays for the table that is configured for immediate authorization.

Batch Creation

Credit Card Transactions processed by MACS

When Subscription Renewals are received directly by MACS then the appointed personnel member of MACS will create the appropriate batch.

SubVISAMC Batches for recording Visa and Master Card credit card payments in iMIS and simulataneously processing LIVE CREDIT CARD TRANSACTIONS via PayPal in the Service Central module of iMIS.

SubAMEX Batches for recording Amex card payments in iMIS and simulataneously processing LIVE CREDIT CARD TRANSACTIONS via PayPal in the Service Central module of iMIS.

MACS-Created Charge Card Renewal Batches should be associated with the SubVisaMC or SubAmex table

All credit card batches created by MACS are intended to charge credit cards in Service Central and should be associated with either a SubVisaMC table or SubAmex table; these tables are connected to PayPal and will process and authorize credit card payments.

The CSC field only displays for the table that is configured for immediate authorization.

Entering Subscription Renewal Payments Procedure

Start in the Customers module.

Click the Find button and conduct an ID search, entering the Member ID number as indicated on the first renewal form of the batch that you need to process. Confirm that the name matches that on the form. On clean renewals (those not adding any divisions, sections or round tables) make the needed adjustments to email and mailing address. Fix all of the changes made by the member: phone numbers, title, codes, etc.

Save any changes made to the member record.

Go to the Service Central Module.

Make sure you are in the default view which is Process customer requests, you will see the customer ID that you just looked up in the Customers Module at the top of the screen and the preferred mailing address, Member Type, Status, Paid Thru date, Work and Home numbers below.

Click on the Payment button on the right side of the screen.

In the subsequent, Payment Entry window, click on the New button in the upper left corner. This will prompt the Open Batches window to open.

Click on the Find button in the upper right corner of the window your cursor will now be in the Batch field, type the batch number as indicated on the Accounting Spreadsheet or the MACS-Created Batch Sheet then hit Tab and click Save.

Click on the View Batch button and you will now see a small window located in the left corner of the screen. Take a moment to verify the batch number, count and amount against batch information.

In the Payment Entry window, click 'New, the Date field will populate with the batch date.

Hit Tab twice to open the Find window and select the record you just looked up in the Customers module.

Click OK.

In the Source Code' field enter R for Renewal.

In the Invoices, Orders and Subscriptions' table, select the dues items that need to be paid by using the Pay check boxes, this amount will display in the 'Pay Amount field.

For the Check/CC field, you have options depending if the renewal was paid by check or credit card and where the batch originated:

Checks

Accounting Batch: Enter check number followed by applicable pay code:

A= AGENCY

D= DIRECT (same name on check as renewal/application)

L= LIBRARY’S CHECK

O= OTHER (city of, govt., state check, etc.)

Click Save.

Credit Cards

Accounting Batch from Lock Box

Enter MEMLOCK and press Tab.

Additional fields will appear to the right that will allow you to enter the credit card number. Since a MemLock batch has already been charged to the Lock Box, this is data entry in iMIS only and you are not charging a credit card. Remember a table not set up for immediate authorization through Service Central will not display the CSC field.

Enter the Credit Card # in the corresponding field.

Enter the expiration date in the Exp field.

Do Not enter any value in the Authorize field

The Name on Credit Card field will be auto-populated from the member record, type LB after the name. LB stands for LockBox.

Click Save.

MACS Batch for processing credit cards

Enter MEMVISAMC or MEMAMEXand press Tab.

Additional fields will appear to the right that will allow you to enter the credit card number. Since a MemVisaMC/MemAmex batch will actively process and authorize a credit card the CSC field will be displayed.

Enter the Credit Card # in the corresponding field.

Enter the CSC in the corresponding field.

Enter the expiration date in the Exp field.

Do Not enter any value in the Authorize field.

The Name on Credit Card field will be auto-populated from the member record.

Tab and wait for the Authorize field to return an authorization code from PayPal.